Leads management is key to effectively running your Hub. Leads enter your Hub through three channels: Referral Campaigns or Promotions, self-registration, and the Contact Form on your Hub microsite.
You may view all leads by going to Members>Leads. From there, you can instantly see the lead source and click on the individual profile for more information.
Lead Sources
1. Referrals and Promotions
When a lead comes in through your Referral Campaign, you are able to manage it from Members>Leads or by going directly to your Referral History under Manage>Referrals. Please click here for full details on analyzing referral shares and new leads.
Likewise, you may view any leads that come in from a Promotional event or offer in the leads table. Please click here for more information regarding running a Promotion in the Hub.
2. Self-registration
On your micro-site under "Register" there is an option that says "I never received a number or code". If this option is clicked, the system will ask the person a few questions to find out more about who they are and why they are registering.
Existing member- Sometimes it is someone who is already a member of your program who has simply forgotten how to log in. In which case, when you see this lead profile, you may delete or merge into their existing account.
Parent- It could be a parent who is trying to link their children together. If so, convert them to a member and ensure they are tagged appropriately. Here are the steps for linking family members.
Lead- It could be a genuine lead. Great! Please go ahead and convert them to a member and tag them as a "Future Patient". Reach out to schedule a consultation and once they come in, all you'll have to do is update their tag! (Note- if you have an integration with your practice management software, the system should recognize the account and prevent duplicates. If you experience issues, please email us at support@practicegenius.com).
3. Contact Form
There is a "Contact Us" section on your microsite meant for new patient inquiries. Please treat these leads the same as self-registered leads.
Filtering Leads
The Leads table allows you to efficiently filter and organize your leads by criteria such as name, tag, lead source, and more.
For example, if you want to view all leads generated from a specific referral campaign:
- Click "Add Filter" at the top of the Leads table.
- Select the appropriate filter category (Lead Source).
- Set the parameters to specify the referral campaign you're interested in.
This will instantly display only the leads that match your chosen criteria.
After creating your desired segment, you can perform bulk actions such as add points, edit the tags, delete, or convert to member. To begin, simply check the box next to each member's name or click Select All.
Converting a lead
You can convert leads either individually or as a bulk action, depending on your needs.
-
Bulk Conversion:
- Check the box next to the names of the leads you wish to convert.
- This will trigger the Actions dropdown menu to appear.
- From the dropdown, select the appropriate action to convert the selected leads
-
Individual Conversion:
- Click on the lead’s name to open their profile in a new tab.
- From their profile, click "Convert to Member".
Click "Confirm" once you have reviewed all the information. Please note, this cannot be reversed!
After the lead is converted, their profile will say "Member" at the top left, and the "Convert to Member" button will no longer be available.
Manually adding a lead
Sometimes, you may need to manually add a lead, such as when you meet someone at an event or receive a message outside of the Hub.
To manually add a lead:
- Navigate to the Leads page.
- Click the "Add Lead" button.
3. Fill in the required details for the lead and any additional information you have.
4. Click "Add Lead".
If you need to edit the lead source, this needs to be done BEFORE you convert the lead to member. Click on "Edit Profile" and click the Lead Source dropdown menu.